Create tasks for appointments, meetings, phone calls, submission deadlines and more. See who’s doing what and share tasks with co-workers.
Manage tasks for specific contacts, organizations, opportunities or cases.
Customize categories for your tasks and update colors to fit your process.
Enter a description for tasks which need some detail.
Use the calendar to get a complete overview of tasks ahead.
If you have standard processes, such as the way you approach each sale, configure these as "tracks" in Capsule to enable the same set of tasks to be followed for each sales opportunity or case. To find out more about tracks, click here.
Each task in a track can be linked to the previous task. For example, a "call back" task can be set as due 5 days after an "initial call" task, or a track can work towards a relative end date.